2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

J.P. Morgan; Columbus (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking an Advisor Trainee in Columbus, Ohio. This role involves gaining exposure to various aspects of wealth management, working with advisors to attract and serve clients. Ideal candidates are pursuing a Bachelor’s or Master’s degree and possess strong interpersonal, analytical, and organizational skills. The program offers valuable training and potential full-time employment for top performers.

Qualifications

• Currently attending a college/university in the U.S.
• Strong desire to learn and work in teams to develop solutions.
• Exceptional verbal and written communication skills.

Responsibilities

• Work with a team of advisors to attract and serve clients.
• Deliver customized wealth management solutions.

Skills

Interpersonal skills

Analytical abilities

Problem-solving skills

Organizational skills

Ability to multitask

Education

Pursuing a Bachelor’s or Master’s degree

Job description

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.

As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.

Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer.

Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.

Job Responsibilities

• Work with a team of advisors and specialists to bring in new clients and serve existing clients
• Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth

Required Qualifications, Capabilities, and Skills

• Pursuing a Bachelor’s or Master’s degree (Excluding MBA); Master's must be within 2 years of Bachelor's.
• Expected graduation date between December 2027 and June 2028.
• Currently attending a college/university in the U.S.
• Highly driven, inquisitive, and proactive, with a strong desire to learn.
• Enjoys working in teams to develop complex solutions.
• Exceptional interpersonal, communication, analytical, and problem-solving skills.
• Excellent organizational skills with the ability to multitask in a fast-paced environment.
• Demonstrates good judgment and discretion with confidential information.
• Genuine interest in financial markets and macro-level economic trends.
• Aspires to work with external clients in a relationship-building and sales capacity.

We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.

Work Authorization

To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

Our Locations

Atlanta, GA

Austin, TX

Baltimore, MD

Baton Rouge, LA

Birmingham, MI

Boston, MA

Charlotte, NC

Chicago, IL

Cincinnati, OH

Cleveland, OH

Columbus, OH

Dallas, TX

Denver, CO

East Bay, CA

Fort Lauderdale, FL

Fort Worth, TX

Grand Rapids, MI

Greenwich, CT

Houston, TX

Indianapolis, IN

Irvine, CA

Jacksonville, FL

Las Vegas, NV

Long Island, NY

Los Angeles, CA

Miami, FL

Milwaukee, WI

Minneapolis, MN

Naples, FL

Nashville, TN

New Orleans, LA

New York, NY

Oklahoma City, OK

Orlando, FL

Palm Beach, FL

Palo Alto, CA

Pasadena, CA

Philadelphia, PA

Pittsburgh, PA

Rochester, NY

Salt Lake City, UT

San Antonio, TX

San Diego, CA

San Francisco, CA

Scottsdale, AZ

Seattle, WA

South Bay, CA

St. Louis, MO

Summit, NJ

Tampa, FL

Tulsa, OK

Washington D.C.

Westlake Village, CA

Join us

At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.

What’s next

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it’s important to complete all application questions so we have as much information about you as possible.

After you confirm your application, we will review it to determine whether you meet required qualifications.

You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.

The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.

Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.